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Source document· February 13, 2026

SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program

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SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program Earnings Call Insights: SPS Commerce (SPSC) Q4 2025 MANAGEMENT VIEW * Chad Collins, CEO, emphasized SPS Commerce’s milestone of “100th consecutive quarter of revenue growth” and noted th…
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  • Q1 2026 revenue expected to be $191.6M-$193.6M, representing approximately 6% year-over-year growth at the midpoint

    80% confidence

  • In 2025, SPS deployed 76% of free cash flow to repurchase $115 million of SPS shares

    80% confidence

  • Down-sell activity headwinds should be lapped by the end of the first half of '26

    80% confidence

  • The majority of the revenue growth is coming from that ARPU side of the equation

    80% confidence

  • Gross margin expansion is a meaningful component of that overall anticipated EBITDA margin expansion

    80% confidence

  • Q4 revenue was $192.7 million, a 13% increase over Q4 of last year. Recurring revenue grew 14% year-over-year. Adjusted EBITDA increased 22% to $60.5 million

    80% confidence

  • For full year 2025, revenue grew 18% to $751.5 million and recurring revenue grew 20%, driven by fulfillment growth of 22% year-over-year

    80% confidence

  • Enablement programs are still moving forward but customer count impact will be seen more in Q3 than in the first half of the year

    80% confidence

  • Q4 continued to see headwinds with existing customers, just more challenging time for them, invoice scrutiny, uncertainty, et cetera, and specifically noted lower-than-expected take rates in Revenue Recovery due to Amazon policy changes

    80% confidence

  • Full year 2026 revenue expected between $798.5M and $806.9M, indicating approximately 7% growth over 2025 at the midpoint

    80% confidence

  • MAX is competitively positioned to deliver more meaningful and scalable AI enhancements across our product portfolio

    80% confidence

  • SPS Commerce achieved its 100th consecutive quarter of revenue growth

    80% confidence

  • Revenue recovery represents a $750 million addressable market across 1P U.S. sellers and a significant cross-selling opportunity within our network

    80% confidence
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Sinais que acompanhamos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program — Source | Via News | pt.VIA.NEWS